Total Clarity Wealth Management’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Total Clarity Wealth Management’s Portfolio AGGY Stock Details AGGY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-68	Closed	-$3K	–	245
2022 Q2	$3K	Buy	+68	New	+$3.09K	﹤0.01%	868
2022 Q1	–	Sell	-500	Closed	-$26K	–	233
2021 Q4	$26K	Hold	500	–	–	0.01%	514
2021 Q3	$26K	Buy	+500	New	+$26.3K	0.01%	506
2021 Q2	–	Sell	-500	Closed	-$26K	–	209
2021 Q1	$26K	Buy	+500	New	+$26.2K	0.01%	426
2020 Q1	–	Sell	-342	Closed	-$18K	–	107
2019 Q4	$18K	Buy	+342	New	+$17.9K	0.01%	410

Other funds holding AGGY

AWS

AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

PWMG

Prestige Wealth Management Group Flemington, New Jersey $509M AUM 15.69% 1-Year Est. Return

Total Clarity Wealth Management's AGGY Position: Q3 2022 in Review

Total Clarity Wealth Management sold out of WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) in Q3 2022, closing a stake of 68 shares — an estimated $3K sold.

Total Clarity Wealth Management first reported a position in AGGY in Q4 2019 and held it in 5 quarters. The position peaked at $26K in Q4 2021. 140 funds tracked by Wall St. Rank hold AGGY as of Q3 2022.

Total Clarity Wealth Management reported no remaining WisdomTree Yield Enhanced US Aggregate Bond Fund position as of Q3 2022 after selling out during the quarter.
Total Clarity Wealth Management sold 68 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q3 2022, an estimated $3K.
Total Clarity Wealth Management first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q4 2019 and held it in 5 quarters.
Total Clarity Wealth Management's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $26K in Q4 2021.
140 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q3 2022.

Based on Total Clarity Wealth Management's 13F filing for Q3 2022, filed 4 Nov 2022.